Finance associate jobs in Beaverton, OR

Stoel Rives LLP is seeking a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in either the Seattle or Portland office. Our Corporate Team Our Corporate team consists of over 70 lawyers who focus on all areas of corporate law representing both public and private entities at all stages of formation and growth. Our clients are engaged in energy production and distribution, agribusiness, healthcare, computer technology, life sciences, aerospace technology, timber and forest products, mining, retail and manufacturing. We develop a deep understanding of the strategic objectives of these businesses to enhance our ability to plan and execute transactions for our clients. The variety of industries reflects the diversity of public and private companies launching, growing and operating across our footprint. Position Overview The associate's area of work will include structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche and split-lien structures. The associate will independently produce client-ready documents, manage project workstreams, and work with others on complex transactions. The associate will work with colleagues across offices and practice groups and directly with clients. Experience & Skills Needed Below are the skills and experience necessary for this role. We don't expect a single person will have all of these; however, if you have many of them and are enthusiastic about developing the others, we encourage you to apply. Experience focused on structuring, negotiating and documenting secured and unsecured debt finance transactions with both traditional financial institutions and private credit entities; sponsor-backed M&A; and common intercreditor and collateral issues in mezzanine, unitranche, and split-lien structures. Familiarity with client industries including agribusiness, consumer products, tech, and forest products is helpful. Excellent oral and written communication skills and interpersonal skills. Ability to manage multiple projects and work successfully within a team through communication and appropriate delegation and supervision. Experience exercising business and professional judgment, understanding client goals, and developing practical solutions to meet those goals. Demonstrated commitment to client service. Evident engagement in business development and civic and professional organizations. JD from an accredited university and active membership in or commitment to applying to the Oregon or Washington State Bar. Hours Expectations & Compensation The hours expectation for this position is 1,800 billable hours and an “all-in” hours expectation of 2,150. The billable hours expectation includes up to 50 pro bono hours. The all-in hours includes the billable hours expectation as well as any additional billable hours, additional pro bono hours, and investment hours. Investment activities include business development, professional development, mentoring and coaching, recruiting, contributing to the firm's workplace culture, and civic and community activities. To be eligible for a bonus, associates must reach or exceed 1,850 billable hours (inclusive of up to 50 pro bono hours) and also meet or exceed the all-in hours expectation. The base compensation range for this position is $193,000 - $280,000, inclusive of salaries in both the Portland and Seattle markets. Base compensation presented to an individual candidate may vary based on skills, overall experience, and market location. Developing & Retaining Talent Stoel Rives places a high priority on attracting, developing, and retaining lawyers and business professionals. We offer a variety of training programs and retreats addressing practice area topics and skills at all levels, as well as legal and professional skills generally. We have a coaching and mentoring program, and our new lawyer integration program provides new lawyers with the resources and information necessary to succeed after they join the firm. Finally, we have a core competency model which is a roadmap of the practical skills, abilities, and client service techniques needed for long-term success at the firm. We value lawyers and business professionals who bring to the firm different backgrounds and lived experiences. Our people bring a variety of educational backgrounds, unique career experiences, bodies of knowledge, technical abilities, and community involvement. This variety makes us better at advising and serving our clients and it ensures a positive and supportive workplace for everyone. We are proud participants in the ABA Well-Being Pledge, strongly believing that the well-being of our people is paramount to the success of the firm. To learn more about the benefits of working as an attorney at Stoel Rives, click here.

Job Description We are a leading manufacturer of custom wood crating and packaging solutions, and are seeking a highly motivated and experienced Lumber Trader to join our team. As a family-run business with a global reach, we have been providing consistent, on-time, and dependable service for over 75 years. Headquartered in Portland, Oregon, , and factories operating in Oregon, Brazil, and China, we are proud to deliver competitively-priced, high-quality wood products to our valued customers. Responsibilities: Market Analysis: Conduct comprehensive market research to identify trends and opportunities in the lumber industry. Monitor and analyze factors such as supply and demand, pricing, and market indicators to stay ahead of competitors. Sales and Business Development: Collaborate with the sales team to identify potential customers and develop new sales strategies. Utilize industry contacts and relationships to expand the company's customer base. Supply Chain Management: Work closely with suppliers, manufacturers, and distributors to ensure a reliable and cost-effective supply of lumber products. Negotiate pricing and terms of trade agreements to maintain profitable relationships. Customer Relationship Management: Build and maintain strong relationships with new and existing customers. Provide exceptional customer service, anticipate customer needs, and resolve any issues or concerns promptly. Inventory Management: Oversee inventory levels and ensure proper stock management. Ensure adequate supply of lumber products to meet customer demands while minimizing inventory costs. Risk Management: Continuously assess market risks and develop strategies to mitigate them. Stay updated on industry regulations and compliance requirements to ensure adherence. Financial Analysis: Prepare and analyze sales reports, forecasts, and budget statements to track sales performance and profitability. Collaborate with finance department to identify opportunities for cost optimization and efficiency improvements. Team Collaboration: Collaborate with cross-functional teams, including operations, logistics, and finance, to optimize business processes and achieve company goals. Industry Networking: Actively participate in industry events, trade shows, and conferences to build networks, stay informed about industry trends, and represent the company in a professional manner. Requirements: Bachelor's degree in business, finance, supply chain management, or a related field. Relevant work experience may be considered in lieu of degree. Proven track record in lumber trading or sales, particularly in a global environment. Strong market knowledge and understanding of lumber industry trends, supply chain dynamics, and market pricing. Excellent communication and negotiation skills, with the ability to build and maintain relationships with suppliers and customers. Strong analytical and problem-solving abilities, with a keen eye for detail. Ability to work independently and collaboratively in a fast-paced, deadline-driven environment. Proficient in MS Office Suite and other relevant software applications. Willingness to travel domestically and internationally as required. Join our dynamic team at Marine Lumber Co. and contribute to our legacy of delivering high-quality wood products worldwide. As a Lumber Trader, you will play a crucial role in driving the growth and success of our business. Apply now and be a part of our family-run company with a focus on customer satisfaction and innovation.

Job DescriptionPosition: Trader Trainee Job Status: Full Time About Buckeye Pacific At Buckeye Pacific, commodity trading is what we do best. With more than 40 traders based in our Tualatin, Oregon office, we specialize in lumber, crane mats, and millwork-products that keep the building materials industry moving. By analyzing markets, managing risk, and moving large volumes efficiently, we create opportunities for our suppliers and deliver solutions for our customers. The Role of a Trader Our traders are more than market movers-they are also experts at building and managing relationships. Success on our floor comes from pairing product and market knowledge with the ability to cultivate strong partnerships. Every trade relies on trust, communication, and long-term connections with suppliers and customers across North America. The Trader Trainee Program Our training program is designed to build the next generation of traders. Trainees spend their first nine months on our logistics team, gaining hands-on experience in how products move from mill to market and how value is created at every step. Alongside this experience, you'll complete a structured training curriculum-learning the markets, products, and strategies that fuel our business. Once training is complete, you'll begin working with a trading department aligned with your strengths and ready to begin building your own book of business. Key Responsibilities: Negotiate freight rates and schedule shipments in compliance with transportation laws and regulations. Manage relationships with carriers, brokers, and trading partners to ensure reliable product movement. Build strong relationships across the organization by working closely with traders and support teams. Investigate and resolve shipping issues, claims, or delivery concerns. Provide freight quotes and dispatch updates to traders and business partners. Research potential new accounts and market opportunities. Complete assignments, projects, and all training sessions within the Trader Training Program. Education and/or Experience: Bachelor's Degree from four-year college or university; or Associate's degree from two-year college plus one year related sales experience and/or training; or equivalent combination of education and experience. Qualifications: Excellent written and verbal communication skills. Ambitious, driven, and proactive. Strong attention to detail and exceptional accuracy in a fast-paced environment. Ability to multitask, prioritize, and solve problems effectively. Collaborative mindset with the ability to build strong relationships internally and externally. Dependable and comfortable working in an office setting. Interest in sales and trading, with comfort in prospecting, outbound calls, and commission-based roles. Buckeye offers a competitive base salary and benefits, including company-paid medical, dental, life and disability, as well as a 401(k) plan with an employer match and company stock ownership. Powered by JazzHR B6u55jSxyG

Associate Energy Market Trader (Portland, OR) #114299 Job Details | PacifiCorp By continuing to use this website you consent to our use of cookies Accept Close Skip to main content * Stay Connected * View All Careers * Why PacifiCorp * Benefits * Inclusion & Belonging * Employee Safety * Required Notifications * Our Workplace and Our Industry * Veterans * Early Careers & Apprenticeships Search by Keyword Search by Location * Stay Connected * View All Careers * Why PacifiCorp * Benefits * Inclusion & Belonging * Employee Safety * Required Notifications * Our Workplace and Our Industry * Veterans * Early Careers & Apprenticeships View Profile Search by Keyword Search by Location Select how often (in days) to receive an alert: Create Alert × Select how often (in days) to receive an alert: Associate Energy Market Trader (Portland, OR) #114299 Apply now " Date: Dec 4, 2025 Location: PORTLAND, OR, US, 97232 Company: PacifiCorp POWER YOUR GREATNESS PacifiCorp is seeking customer-centric candidates to grow and sustain our commitment to a culture of customer service excellence, environmental sustainability inclusion & belonging. General Purpose Negotiates sales and purchases of wholesale power, financial instruments, and emissions credits consistent with the strategic direction of the Company. Identifies sales/purchase opportunities and aggressively negotiates energy sales and purchases with other utilities/organizations and/or financial institutions. Develop professional relationships with wholesale power marketers, traders, brokers, utilities, and the financial community to enhance the Company's ability to profitably grow the wholesale power business. Responsibilities * Purchase and sell wholesale electric power, and transmission as directed. * Identify and initiate sales and purchase opportunities within limits. * Monitor system operation of energy transfers and wheeling. * Work within PacifiCorp's system, WECC system, CAISO scheduling and congestion management procedures, standard transmission tariff rules and regulations. * Work within the Company policies, practices, procedures, applicable federal, state, and local laws and regulations. * Develop relationships with other utilities, marketers and transmission providers in order to enhance PacifiCorp's ability to reliably and profitably serve our customer base. Work with other groups within Commercial and Trading. Requirements * Bachelor's degree in Finance, Economics, Marketing or a related field; or the equivalent combination of education and experience. * Understanding of market conditions. * Knowledge of company policies, procedures, and practices, and applicable federal, state, and local laws and regulations. * Proficient with the use of personal computers and automated tools to support trading activity. * Communication and interpersonal skills to develop industry contacts and establish relationships. * Knowledge of trading practices. * Position work hours are non-standard. Preferences * Three years of experience in trading commodities. * Experience in electric or gas utility system operations, power marketing or power scheduling. * Knowledge of power plants, market hubs, and interchange points between companies. * Selling skills in order to identify, negotiate, and close on sales and purchase opportunities. Additional Information Req Id: 114299 Company Code: PACIFICORP #PM25 Primary Location: PORTLAND Department: Power Supply Schedule: FT Personnel Subarea: Exempt Hiring Range: $90,200 - $116,800 This position is eligible for an annual discretionary performance incentive bonus of up to 30.00% of salary. Benefits: Health care, retirement, paid time off, tuition assistance, paid short-term and long-term disability, paid bereavement leave. For more information, please visit: ********************************************************************** Employees must be able to perform the essential functions of the position with or without an accommodation. PacifiCorp is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion or religious creed, age, national origin, ancestry, citizenship status (except as required by law), gender (including gender identity and expression), sex (including pregnancy), sexual orientation, genetic information, physical or mental disability, medical condition, veteran or military status, familial or parental status, marital status or any other category protected by applicable local, state or U.S. federal law. Unless otherwise required by law, all offers of employment are contingent upon the successful completion of a background check and drug screening including for marijuana. While marijuana is legal in several states, including Oregon, a positive test for positions in Oregon may disqualify a candidate. The company complies with the laws of Washington and California and only obtains and considers positive tests for marijuana in safety-sensitive positions or those covered by U.S. Department of Transportation regulations. Nearest Major Market: Portland Oregon

In 1976, the British statistician George Box wrote that “all models are wrong, but some are useful,” which remains a fundamental principle for anyone attempting to model the complexities of reality. Just as a map would need to be the size of a city to capture every last detail, a financial model that captures every nuance of a business would rival that business in scale. The challenge of a model builder is thus to find the balance between detail and brevity that allows a model to represent the most important dynamics that drive a business, while making the right simplifying assumptions to ensure the model is a useful tool for decision making. At Mercury, we're revolutionizing banking* for the modern age and building the finance stack that empowers startups to thrive. As we expand our horizons with new business lines and reach more customers, we need financial reporting, models, and infrastructure that evolve at the pace of our business. We're looking for a Strategic Finance team member to build and own the financial models and processes that power our decision making. In this role, you'll not only own Pigment, our FP&A tool, but also build the models and dashboards that enable us to make the most critical decisions. Your Impact You'll be a key player in Mercury's financial evolution, working directly with the Corporate Finance Lead to: Own the next generation of our operating model and reporting, enabling the company to make strategic financial decisions faster and more accurately Manage and improve our FP&A processes and tools, with a focus on Pigment, to maximize the impact and efficiency of our Strategic Finance team Design and build automations in our reporting to accelerate the time from information to insight to action Build and maintain sophisticated, scalable financial models to help the company chart a clear path between investing in new products and building a profitable, scalable business Play a critical role in reporting for executives, our board, and investors to enable deep insight into our business Partner with teams across Mercury to improve our internal processes and uncover opportunities for value creation Build the foundation for Mercury's strategic initiatives, from annual planning to fundraising and M&A activities What You Bring 3-5 years of experience in finance, investment banking, or consulting, with experience managing FP&A tools (Pigment, Anaplan, Adaptive, etc) strongly preferred Exceptional financial modeling abilities and experience building in Pigment or similar tools; SQL skills are a plus Advanced Excel and Google Sheets skills, both in analyzing data and translating it into insights Strong written and verbal communication skills with the ability to concisely explain complex problems and systems to varied audiences A zeal for improving processes and driving efficiencies, cutting through ambiguity to find simplicity Ownership mindset and ability to excel in a fast-paced, remote-first culture The total rewards package at Mercury includes base salary, equity (stock options), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers. Our target new hire base salary ranges for this role are the following: US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $142,900 - $160,700 US employees outside of the New York City, Los Angeles, Seattle or the San Francisco Bay Area: $128,600 - $144,600 Canadian employees (any location): CAD 135,000 - 151,900 *Mercury is a fintech company, not an FDIC-insured bank. Banking services provided through Choice Financial Group and Column N.A., Members FDIC. Mercury values diversity & belonging and is proud to be an Equal Employment Opportunity employer. All individuals seeking employment at Mercury are considered without regard to race, color, religion, national origin, age, sex, marital status, ancestry, physical or mental disability, veteran status, gender identity, sexual orientation, or any other legally protected characteristic. We are committed to providing reasonable accommodations throughout the recruitment process for applicants with disabilities or special needs. If you need assistance, or an accommodation, please let your recruiter know once you are contacted about a role. We use Covey as part of our hiring and / or promotional process for jobs in NYC and certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on January 22, 2024. [Please see the independent bias audit report covering our use of Covey for more information.] #LI-SN1

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of JP Morgan. As a Financial Analysis Associate within Campbell Global, you will be responsible for calculating the performance and multiples of the firm's portfolios, investment vehicles, and financial instruments. You will collaborate with a team dedicated to timberland investment portfolios and engage with both internal and external stakeholders. Job Responsibilities Validate and reconcile financial input data received from colleagues and partners and submit investment performance information to NCREIF, consultants, and other external parties. Understand and interpret NCREIF-PREA reporting standards and Global Investment Performance Standards to determine correct treatment for calculating performance. Document analysis and conclusions to ensure adequate documentation exists for firm's performance record. Support the Business Development Team by providing key investment performance, data, and analytical support in the preparation of RFP's and RFI's. Assist in preparing investor reports, including quarterly and annual reports, and other finance projects as assigned. Perform financial modeling for existing assets including discounted cash flow, budgeting, and other analysis to support Portfolio Management decisions. Respond to internal and external information requests in conjunction with management and team members Required qualifications, capabilities, and skills B.S. Degree (Business Administration, Accounting, Finance or related), and three years' work experience in a related field. Experience with enterprise accounting software, possesses advanced Excel analysis skills, and is adept at working with large datasets. Working knowledge of accounting practices and guidelines (GAAP/IFRS); proven ability to analyze financial statements. Demonstrated financial analysis and problem-solving capabilities. Excellent interpersonal skills and strong communication skills, both oral and written. Demonstrated organizational skills. Must be able to perform multiple tasks efficiently and work well under deadline situations. Preferred qualifications, capabilities, and skills CPA preferred.

Campbell Global is a leading global investment manager focused on forestland. We are widely recognized as an authority on both forest management and timberland investing. Based in Portland, Oregon, we have nearly four decades of experience in forestland management and value creation. A pioneer in the field, over the last 40+ years we have managed 5 million acres worldwide for pension funds, foundations, and other institutional investors. Campbell Global is a subsidiary of JP Morgan. As a Financial Analysis Associate within Campbell Global, you will be responsible for calculating the performance and multiples of the firm's portfolios, investment vehicles, and financial instruments. You will collaborate with a team dedicated to timberland investment portfolios and engage with both internal and external stakeholders. **Job Responsibilities** + Validate and reconcile financial input data received from colleagues and partners and submit investment performance information to NCREIF, consultants, and other external parties. + Understand and interpret NCREIF-PREA reporting standards and Global Investment Performance Standards to determine correct treatment for calculating performance. + Document analysis and conclusions to ensure adequate documentation exists for firm's performance record. + Support the Business Development Team by providing key investment performance, data, and analytical support in the preparation of RFP's and RFI's. + Assist in preparing investor reports, including quarterly and annual reports, and other finance projects as assigned. + Perform financial modeling for existing assets including discounted cash flow, budgeting, and other analysis to support Portfolio Management decisions. + Respond to internal and external information requests in conjunction with management and team members **Required qualifications, capabilities, and skills** + B.S. Degree (Business Administration, Accounting, Finance or related), and three years' work experience in a related field. + Experience with enterprise accounting software, possesses advanced Excel analysis skills, and is adept at working with large datasets. + Working knowledge of accounting practices and guidelines (GAAP/IFRS); proven ability to analyze financial statements. + Demonstrated financial analysis and problem-solving capabilities. + Excellent interpersonal skills and strong communication skills, both oral and written. + Demonstrated organizational skills. Must be able to perform multiple tasks efficiently and work well under deadline situations. **Preferred qualifications, capabilities, and skills** + CPA preferred. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-Time Corporate Finance Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. The Opportunity: This part-time opportunity is for individuals located near our Fisher campus in Camas, WA. You will report directly to your Team Leader who will work with your schedule to find a solution that works best for you (minimum: 15 hours per week). The Day-to-Day: Develop a client focused mind set by providing timely and accurate information to our internal and/or external business partners Drive results by completing assigned operational tasks Enhance risk awareness by properly handling sensitive and/or confidential information Communicate effectively with internal business partners to complete requests needed to maintain and update preferences Hone auditing techniques while getting the opportunity to experiment with large data sets Gain exposure to upper management and work in an environment that values collaboration Your Qualifications: Commute to the Camas, WA office Able to work 15 hours a week at a minimum (28 hour maximum) Compensation: $20 an hour in the state of WA Why Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like: A 50% 401(k) match, up to the IRS maximum (must be 21 years and older) Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP) A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

CFO & Enterprise Value, and we partner with Finance executives to drive value across the enterprise. As Finance leaders move into business partner roles, they need processes, technology and people to help drive efficiencies, manage costs, improve profitability, and identify new areas of opportunity. We've got the deep industry experience, functional proficiency, insightful analytics, and the digital technology leadership to help our clients reinvent themselves. Whether we are improving processes, transforming the digital core, or harnessing the power of GenAI, we solve our clients' toughest problems. Visit us here to find out more about CFO-Enterprise Value. (************************************************************************ You are: A leader who inspires clients to embrace innovation and your teams to deliver excellence. You are comfortable advising CFOs, Controllers, and other Finance leaders on winning strategies and the initiatives needed to achieve and execute business transformation objectives. You understand that Finance is the key to driving value across the enterprise, and that empowered people, optimized processes, and enabling technologies, are the keys to a successful transformation. The work: + Help clients modernize their finance functions by consulting with internal and external teams to set vision, strategy, goals, and key outcomes. + Understand the client's challenges and use knowledge of related leading practices, to provide solutions to complex business problems + Serve as a Subject Matter Advisor for other Accenture projects and proposals based on your area of expertise to drive business development activities. + Manage risk, project economics, deliverable content, and ensure client buy-in. + Be a trusted advisor to leadership. + Encourage innovation from team members; support their ideas and career goals. + Create strategies and blueprints that use advanced operating models, processes, and emerging technologies to improve operations and re-define how work gets done + Oversee clients digital transformations, help them drive efficiency, effectiveness, experience , and growth: identify needed skillsets, data, operating models, process automation, analytics, workflows, and enabling technology (i.e. (FinTech apps, AI/ML/GenAI, etc). + Find modern technology and data solutions for clients and share best practices across the industry. + Help Grow the practice by participating in key business development activities and cycles + Stay on top of current trends, technologies, and regulations influencing digital finance, analytics, and the CFO ecosystem. + Drive incremental sales by leading and assembling the requisite teams to respond to proposals Here's what you need: + Minimum 5 years of finance management consulting experience + Minimum 5 years of functional experience in Finance operations, such as the Financial Close, External Reporting, Intercompany, Consolidations, Order-to-Cash or Invoice-to-Pay, etc + Minimum 3 years of experience with leading finance ERP/EPM platforms (i.e. SAP, Oracle, Workday, Anaplan, OneStream) + Minimum 3 years of experience leading projects and/or small-mid size teams (10-15 people) + Solid understanding of the and process best practices (Designing finance, accounting, planning, forecasting, reporting solutions) + Minimum 3 years' experience with Finance function, operating models and supporting organization structures, (analytics, forecasting, core finance) + Demonstrated ability to clearly communicate with clients, lead client workshops, document requirements, and articulate the value proposition and business case + Strong experience in one of the following industries: Banking, Insurance, Consumer Goods & Retail, Energy, Health, High-Tech Industrial, or Utilities + Bachelor's degree in one of the following: Economics, Finance, or Business Administration Bonus points if: + Experience or understanding of RPA, Applied Intelligence, Machine Learning, or GenAI for Finance + You've worked with these FinTech solutions: Anaplan, Hyperion, BPC, OBIEE, Tableau, and Fusion + You're a pro when it comes to improving engagement - for the business, a practice, or people development + You're a great leader or functional team member on ERP implementations and know your way around SAP, Oracle, and/or Workday + You have worked with Finance function enabling technologies such as Blackline, Workiva, and Trintech + You have defined and shaped a company's financial, management, or regulatory reporting; and / or have experience developing Finance Master Data strategy + You've got an MBA after your name or another type of advanced degree or an accounting designation (i.e CPA, CA, etc.) Compensation at Accenture varies depending on a wide array of factors, which may include but are not limited to the specific office location, role, skill set, and level of experience. As required by local law, Accenture provides a reasonable range of compensation for roles that may be hired as set forth below. We accept applications on an on-going basis and there is no fixed deadline to apply. Information on benefits is here. (************************************************************ Role Location Annual Salary Range California $94,400 to $293,800 Cleveland $87,400 to $235,000 Colorado $94,400 to $253,800 District of Columbia $100,500 to $270,300 Illinois $87,400 to $253,800 Maryland $94,400 to $253,800 Massachusetts $94,400 to $270,300 Minnesota $94,400 to $253,800 New York/New Jersey $87,400 to $293,800 Washington $100,500 to $270,300 Requesting an Accommodation Accenture is committed to providing equal employment opportunities for persons with disabilities or religious observances, including reasonable accommodation when needed. If you are hired by Accenture and require accommodation to perform the essential functions of your role, you will be asked to participate in our reasonable accommodation process. Accommodations made to facilitate the recruiting process are not a guarantee of future or continued accommodations once hired. If you would like to be considered for employment opportunities with Accenture and have accommodation needs such as for a disability or religious observance, please call us toll free at **************** or send us an email or speak with your recruiter. Equal Employment Opportunity Statement We believe that no one should be discriminated against because of their differences. All employment decisions shall be made without regard to age, race, creed, color, religion, sex, national origin, ancestry, disability status, veteran status, sexual orientation, gender identity or expression, genetic information, marital status, citizenship status or any other basis as protected by federal, state, or local law. Our rich diversity makes us more innovative, more competitive, and more creative, which helps us better serve our clients and our communities. For details, view a copy of the Accenture Equal Opportunity Statement (******************************************************************************************************************************************** Accenture is an EEO and Affirmative Action Employer of Veterans/Individuals with Disabilities. Accenture is committed to providing veteran employment opportunities to our service men and women. Other Employment Statements Applicants for employment in the US must have work authorization that does not now or in the future require sponsorship of a visa for employment authorization in the United States. Candidates who are currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration. Job candidates will not be obligated to disclose sealed or expunged records of conviction or arrest as part of the hiring process. Further, at Accenture a criminal conviction history is not an absolute bar to employment. The Company will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. Additionally, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the Company's legal duty to furnish information. California requires additional notifications for applicants and employees. If you are a California resident, live in or plan to work from Los Angeles County upon being hired for this position, please click here for additional important information. Please read Accenture's Recruiting and Hiring Statement for more information on how we process your data during the Recruiting and Hiring process.

Imagine walking into an environment surrounded by motivated, thoughtful, and passionate individuals committed to improving our clients' financial futures. At Fisher Investments, we take pride in developing talent in our Part-Time Corporate Finance Associates and preparing them to succeed in the professional workplace. This is not just a job; it is a jumping-off-point within the finance industry. Whether or not you have a finance background, your possibilities here are endless. We hire from all majors and backgrounds, because we believe we're better off with the diversity it brings. The Opportunity: This part-time opportunity is for individuals located near our Fisher campus in Camas, WA. You will report directly to your Team Leader who will work with your schedule to find a solution that works best for you (minimum: 15 hours per week). The Day-to-Day: Develop a client focused mind set by providing timely and accurate information to our internal and/or external business partners Drive results by completing assigned operational tasks Enhance risk awareness by properly handling sensitive and/or confidential information Communicate effectively with internal business partners to complete requests needed to maintain and update preferences Hone auditing techniques while getting the opportunity to experiment with large data sets Gain exposure to upper management and work in an environment that values collaboration Your Qualifications: Commute to the Camas, WA office Able to work 15 hours a week at a minimum (28 hour maximum) Compensation: $20 an hour in the state of WA Why Fisher Investments: At Fisher Investments, we work for a bigger purpose: bettering the investment universe. From unmatched service to unique perspectives on investing, it's the people that make the Fisher purpose possible. And we invest in them by offering exceptional benefits to part-time employees like: A 50% 401(k) match, up to the IRS maximum (must be 21 years and older) Access to emotional wellbeing services such as the Ginger app, Headspace, and an Employee Assistance Program (EAP) A collaborative working environment that practices ongoing training, educational support and employee appreciation events We take great pride in our inclusive culture. We value the different perspectives and unique skills you bring to the team - it makes us all better. Success at Fisher Investments is motivated by results, a collaborative mindset and a commitment to accomplishing great things - so if you are ready to do that, we are ready for you! Apply today to be a part of a team environment where you make a difference in the lives of people by bettering the investment universe. We also provide a cumulative learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we're Great Place to Work Certified, and The Oregonian named us as a Top Workplace! But in the end, it's not the perks that keep people here. They stay because they believe in our mission of service-our employees want to make a difference in an industry that can do better. FISHER INVESTMENTS IS AN EQUAL OPPORTUNITY EMPLOYER

Job Details Tonkin Toyota - Portland, OR Full Time $100000.00 - $300000.00 Commission/year Sales/FinanceDescription Ron Tonkin Toyota is on an exciting growth trajectory, and we're looking for an experienced Finance Manager to help drive continued success. With a 42% year-over-year increase in business and recognition as a Toyota Elite Award winner, we're not just keeping up-we're setting the pace. In this key role, you'll work closely with our sales team and customers to create seamless, transparent financing experiences while helping to increase profitability and customer satisfaction. Working as our Finance Manager, you will be working for both our Toyota and Mazda store. If you're ready to bring your finance expertise to a dealership that values innovation, performance, and people, we want to talk to you. The ideal candidate would have prior automotive finance experience or sales management experience with a good track record. Why Work for Ron Tonkin Toyota? Reputation & Stability: Join one of the most respected and well-established automotive groups in the Pacific Northwest. Career Growth: Opportunities for advancement, ongoing training, and professional development at every level. Team Environment: Work alongside a supportive, high-performing team that values respect, collaboration, and integrity. Customer Loyalty: Be part of a dealership with a strong local reputation and a loyal customer base. Competitive Compensation: Enjoy industry-leading pay plans and performance incentives. Comprehensive Benefits: Access to medical, dental, vision, 401(k), paid time off, and more. Modern Facilities: Work in a clean, state-of-the-art environment with the latest tools and technology. Fun, Positive Culture: We believe in hard work-but also in celebrating wins and enjoying the ride. Finance Manager Job Responsibilities Reviewing and confirming the agreed-upon sales figures. Preparing salespeople to confer with customers about needed services or products. Consulting with customers to determine their wants and needs and presenting products to fulfill them. Obtaining credit approval, securing financing, and preparing delivery documentation. Provide world-class customer service to clients / guests. Schedule: 2 Consecutive days off per week (during the week), 1 opening shift per week with an 11 AM or 12 PM start time for every other day. Finance Manager Benefits and Compensation On top of competitive pay, we are proud to offer… Health Insurance starting at under $100 per month. Dental, Vision, and Company-Paid Life Insurance. Employee Assistance Plan. 401(k) with Company Match. Paid Time Off that accrues from Day 1. An excellent menu of voluntary benefits. Employee pricing for you and your family on vehicles, parts, and service. Qualifications Finance Manager Qualifications 2+ years of F&I experience at a new car franchise. Prior CDK experience is strongly recommended. Prior Toyota/Mazda experience is strongly recommended. Corporate requirements: Must be 18 years or older with a valid driver's license and clean driving record, able to pass a criminal background check and pre-employment drug screen. If you have what we're looking for then wait no more - Apply now!

Full-time Description Veterans encouraged to apply The Finance Manager plays a critical role in the dealership's profitability. You'll be responsible for securing financing for customers, structuring deals, and presenting a variety of financial and insurance products to maximize customer satisfaction and dealership revenue. Responsibilities: Financing and Loan Processing: Meet with customers after the vehicle selection to discuss financing options. Assess customer creditworthiness and pre-qualify them for loan options from various lenders. Negotiate loan terms and interest rates with lenders on behalf of the customer. Secure financing approval and finalize loan documents. Ensure all loan documentation is accurate and compliant with regulations. Product Presentation and Sales: Present and explain various financial and insurance products (extended warranties, gap insurance, service contracts, etc.). Tailor product recommendations to the customer's needs and budget. Overcome objections and effectively close deals on F&I products. Maintain a deep understanding of all offered products and their benefits. Deal Structuring and Profitability: Structure financing deals that meet customer needs while maximizing dealership profit. Utilize various tools and techniques to increase profitability within legal and ethical boundaries. Track sales performance and identify opportunities to improve F&I penetration (percentage of customers purchasing F&I products). Customer Service and Relationship Building: Provide exceptional customer service throughout the financing process, ensuring a smooth and positive experience. Build trust and rapport with customers, addressing their concerns and questions with professionalism. Maintain a positive and welcoming demeanor in sometimes high-pressure situations. Compliance and Regulations: Ensure all financing and sales practices comply with federal and state regulations (e.g., Truth in Lending Act, Fair Credit Reporting Act). Stay informed about updates to regulations and adapt processes accordingly. Additional Responsibilities: Train and mentor sales staff on F&I products and processes. Maintain strong relationships with lenders and insurance providers. Assist with monthly and quarterly sales reports and financial analysis (as needed). Other duties as assigned Qualifications: Demonstrates a high “HQ” (Hospitality Quotient) consisting of kindness & optimism, intellectual curiosity, work ethic, empathy, self-awareness, and integrity. Minimum of 2-3 years of experience in automotive finance or a related field (e.g., banking, lending). Strong understanding of automotive financing principles and loan options. Excellent sales and negotiation skills. Proven ability to close deals and meet sales targets. Exceptional communication and interpersonal skills. Proficient in computer skills and dealership management software (DMS). Ability to multi-task and manage time effectively in a fast-paced environment. A valid driver's license with a clean record. Knowledge of F&I regulations and compliance is a plus. Benefits of Working at Swickard: Career Path - Swickard isn't just a J-O-B. You'll learn and grow into different roles and be able to take on new leadership responsibilities. Ongoing training and support Opportunities for continued personal and professional growth. We are an Equal Opportunity Employer and value diversity and inclusion at our company. Competitive benefits package: Insurance: medical, dental, vision, life and pet insurance Optional disability coverage 401k plan Paid Holidays PTO About Us We were founded in 2014 by Jeff Swickard in Wilsonville, OR. We're a hospitality company that happens to sell cars, parts, and service. We are a team. Everyone plays a role in our success. Culture: We want to be our customers' favorite place to purchase, lease, or service their vehicle and we want to be your favorite place to work! Highline Brands: Swickard has positioned itself as a leader in highline brands such as Mercedes Benz, BMW, Volvo, Porsche, Lexus, Audi, Land Rover, and more. We are consistently ranked as one of the fastest growing dealership groups in the US by Automotive News. Most people have a stressful experience buying or servicing their car. It shouldn't be that way. We're looking for people as crazy as we are about revolutionizing the car-buying experience and it starts with hospitality. Hospitality isn't just what we do, it's who we are. We need exceptionally talented individuals to join our mission and embark on a challenging, rewarding career. Do you have what it takes? To all recruitment agencies: Swickard does not accept agency resumes. Do not forward resumes to our careers alias or other Swickard employees. Swickard is not responsible for any fees related to unsolicited resumes. Salary Description 250k-350K/year

Job DescriptionWhat does a career need to offer you?Financial growth? Personal satisfaction? Opportunity to advance? You'll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it's possible to get ahead and do the right thing. This belief shows in how we do business and it shows in the people we partner with as Agents and Managers. This career isn't for everyone, but the best Agents and Managers in our company will tell you there's nothing else like it. Successful Agents at New York Life Insurance Company come from many different cultures and backgrounds. Most have dreams like yours. And life stories nothing like yours. That's one reason our company is a great place to build your career. Join us. If you're looking for a career where you can grow your own business and make a difference in your community, then let's talk. We're looking for motivated self-starters who want: •Comprehensive and ongoing professional training and development •State-of-the-art marketing and sales solutions •A vast array of competitive insurance and financial products designed to meet the protection and financial needs of your clients •A clearly defined career path, including opportunities in Management for qualified individuals. •Comprehensive benefits, including a defined benefit pension plan,1 and significant earnings potential Here's what you'll do: As a New York Life Agent, you'll be offering high-quality life insurance, fixed annuities, 2 long-term care insurance, and other products for insurance and retirement planning needs. You'll also: •Develop and implement business and marketing plans •Prospect for potential clients • Discuss financial concerns and needs of individuals •Present potential solutions using our suite of products and services •Develop your professional skills and knowledge

Accounting and Finance Analyst - Western Seminary Hours: 40 hours/week (1.0 FTE) Accountability: Supervisor - Controller The Accounting and Finance Analyst is responsible for the Accounts Receivable (A/R) function for Western Seminary. A/R includes functions related to the general ledger, student payment records, and gift revenue. Provide various month-end and year-end accounting processes. Essential Functions: Daily recording and posting of all student payments and other Day Sheet transactions posted in Western Seminary's SIS. Generate Day-Sheet reports for entry into the General Ledger by the Accountant. Monthly review of student A/R balances with the Controller. Coordinate follow-up on delinquent, outstanding student account balances, both after the semester due date or for late monthly Payment Plan payments. Provide exemplary customer service by assisting students over the phone, by email, and in person. Observe and explain pertinent deadlines, policies, and procedures related to the business office and cash-related transactions. Collaborate, when needed, with WS Student Services and Advisors to ensure timely response and resolution of any issues. Support the semester-based application of employee waivers; send bills for governmental third parties who partner with payments. Deposit donation and student-payment checks into Western's Checking Account. Provide backup and support to WS Accountant as needed in accounts payable processes, including paying Invoices, check requests, Employee reimbursements, and Direct Loan reimbursements. Collaborates closely with the Financial Aid Office to process church match checks, other gift aid, and fees for late applications. Coordinates on financial aid petition submissions, manages VA and DOR benefits processing in partnership with Financial Aid, and ensures timely return of funds to the VA following enrollment changes or course drops. Advises Finance Aid and Student Services on scholarship awards. Assists in the preparation of operational budgets for departments; reviews expenditures to ensure conformance with budgetary provisions. At year-end, with support of the controller, issue 1098 Tution form (1098T) to students in line with IRS deadlines. Compiles data and prepares monthly financial reports. Other duties as assigned Qualifications: Evangelical Christian commitment and lifestyle consistent with the World Evangelical Alliance Statement of Faith and the Seminary's governing virtues. Bachelor's degree required Three years' accounts receivable, or administrative or other related experience preferred Demonstrated ability to learn new things and solve problems. Attention to detail in this position is essential to the departmental goal of receiving an audit without deficiencies. Demonstrated outstanding ability to organize tasks and manage projects, work independently, and schedule ongoing work efficiently and effectively Excellent oral, written, and interpersonal skills. Very good with public contact and hospitality. Demonstrated ability to handle personnel and financial matters with accuracy, efficiency, confidentiality, integrity, and good judgment. High level of proficiency with the Microsoft Suite required. Prior experience in accounting software is preferred.

If you're serious about your career, then rest assured you've come to the right place. We are committed to your success and invested in your future. The Finance and Insurance Manager works with lenders and financial institutions to provide financial services to dealership customers. Other duties may be assigned. Responsible for the attainment and gross production of financial services' goals and objectives. Makes extended service contracts and other owner protection programs available to customers. Utilizes the menu selling process. Maintains Customer Satisfaction scores at or above company standards. Ensures compliance with all laws and regulatory obligations relative to financial services and products. Complies with all Safeguard and Transaction compliance rules and regulations. Oversees completion and submission of all financing documents. Reinforces company policies and adheres to company standards. Ensures adherence to F&I reporting requirements of company. Maintains effective employee relations. Secure the sale of the vehicle and protect the front end gross. Maintain minimum acceptable standards with regards to the sale of F&I products and financing. Establish and maintain good working relationships with several lending sources. Finalize all paperwork necessary in the car deal in a timely manner and submit to the accounting office. Maintain a Daily Operating Control and review regularly with General Manager. Provide Sales Managers with an average interest rate on a monthly basis to be used in computing customer payments. Attend and participate in sales meetings. Attend and participate in daily “Save-A-Deal” meetings with other managers. Maintain up-to-date manual including current lender rates and incentives, current factory program and incentives, prices on all F&I products, and any other pertinent information. Set up monthly forecasting in conjunction with the sales department forecasting. Meet those monthly objectives. Collect and safeguard all money and fees required in the transactions. Current professional licenses as required. Must be skilled at listening, problem solving and communication Inventory Control Software, Internet and Microsoft Office Products While performing the duties of this job the employee is regularly required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms and talk or hear. The employee may be required to lift up to 25 pounds. Respects and keeps promises to customers and coworkers Intently listens to understand customer and co-worker needs Exemplifies Brand Persona (professional, sensitive, knowledgeable, resourceful, reliable, and transparent) Selected applicants will be required to submit to and successfully complete MVR, background check, and pre-employment drug test . While this list is intended to be an accurate reflection of the current job, the Company reserves the right to revise the functions and duties of the job and to require that additional or different tasks be performed as circumstances dictate.

We are seeking an Experienced Finance Manager - Luxury European Car Dealership We are a reputable luxury European car dealership located in the vibrant city of Portland. Our dealership is known for its exceptional customer service, high-quality vehicles, and passion for the automotive industry. We offer an extensive range of luxury cars and strive to create a memorable and personalized experience for our valued customers. Job Description: We are seeking an experienced Finance Manager to join our dynamic team. As the Finance Manager, you will play a crucial role in the dealership's success by overseeing all aspects of finance and insurance operations. Your primary responsibility will be to ensure that every customer's financing experience is seamless, transparent, and tailored to their individual needs. Additionally, you will utilize your expertise in Dealertrack software to streamline processes and optimize efficiency within the finance department. Responsibilities: Provide exceptional customer service throughout the financing process, establishing rapport and building long-term relationships with clients. Utilize your expertise in Dealertrack software to process finance and lease contracts efficiently and accurately. Collaborate with sales staff to structure and finalize deals, ensuring compliance with legal and ethical standards. Review and analyze credit applications, making informed decisions and securing favorable financing terms for customers. Present finance options to customers, explaining terms, conditions, and warranty packages. Maximize revenue opportunities by offering appropriate add-ons, such as extended warranties, protection packages, and gap insurance. Maintain a thorough understanding of automotive financing trends, lender programs, and regulations. Continuously develop and refine dealership finance and insurance processes, leveraging Dealertrack software capabilities. Oversee the submission of all financial transactions to lenders and resolve any funding issues that may arise. Collaborate with accounting and administrative teams to ensure accurate financial reporting. Qualifications: Minimum of 3 years of experience as a Finance Manager in an automotive dealership setting. Proficiency in Dealertrack software and demonstrated ability to navigate the system efficiently. Strong understanding of financing and leasing options, including credit applications, approvals, and contract processes. Proven track record of meeting or exceeding sales targets while maintaining high levels of customer satisfaction. Excellent communication and interpersonal skills, with the ability to build rapport and negotiate effectively. Detail-oriented mindset with strong organizational and time management abilities. Familiarity with luxury European car brands and their financing requirements is preferred. Bachelor's degree in finance, accounting, or a related field is desirable. How to Apply: If you possess the necessary qualifications and are excited about this opportunity to join our luxury European car dealership, please submit your resume, cover letter, and any relevant certifications to ********************** with the subject line "Experienced Finance Manager Application." We thank all applicants for their interest, but only those selected for an interview will be contacted. Benefits Paid time off Health insurance Dental insurance Vision insurance 401(k) 401(k) matching Employee discount

Riverpoint Medical in Northeast Portland is looking to hire a Financial Analyst. At Riverpoint you will be part of the process that brings great technology to Medical, Dental and Veterinary markets. We specialize in the design and manufacturing of premium medical devices. Our ingenuity can be found in our suture technologies, sports medicine fibers and anchors, surgical lighting, and special needle technologies. As a Financial Analyst you will perform a variety of tasks to ensure company objectives for cost savings, planning and analysis to improve operational efficiencies, and building/improving processes to track and provide financial details to advance the objectives set by the Executive team. Duties and Responsibilities for the position include: Prepare a monthly reporting package that includes financial information, comprehensive Key Performance Indicator (KPI) reporting, operational dashboard reporting, analysis of key business trends, actual versus budget variances and explanations of differences. Identify financial status by comparing and analyzing actual results with plans and forecasts; Looking at current financial performance and identifying trends Develop financial models and provide financial forecasts Recommend actions by analyzing and interpreting data and making comparative analyses, studying proposed changes in methods and materials. Provide financial modeling, financial analysis and support for new product development, long-term contracts and other ad-hoc financial projects. Assist in preparing analysis, commentary, and presentation material for the monthly and quarterly financial review for senior management Maintenance and review of standard cost for materials, finished products and WIP Review supply chain and materials pricing, labor costs, overhead and assumptions for standard costing and budgeting. Support capital expenditure (CapEx) planning and tracking. Help evaluate ROI, IRR, and payback for equipment, automation, and facility investments. Monitor and analyze impacts of tariffs, freight, and global sourcing decisions on product cost and profitability. Partner with commercial teams to evaluate pricing strategies and margin optimization by product line or customer segment. Education and Qualifications Bachelor's degree in Finance, Accounting, or related field; CPA or CMA a plus. 2-4 years of relevant experience in corporate finance, financial planning & analysis, investment banking, or other related fields (preferably in a manufacturing environment) ERP experience (SAP, Oracle, NetSuite, or other manufacturing ERP systems Experience with BI tools a plus - Power BI, Tableau, or similar Strong working knowledge of Excel and financial modeling Excellent analytical, decision-making, and problem-solving skills. Attention to accuracy and detail required Knowledge of P&L, balance sheet, and cashflow analysis Strong verbal, written, organizational, time management and interpersonal skills We offer great benefits: Medical, Dental and Vision, Life and Accidental Death Insurance; 401(k) with company match and immediate vesting, Paid Time Off and 9 company paid holidays. We also reward our team with bonus pay such as Referral Bonus and Annual Bonus! Riverpoint Medical is committed to a diverse and inclusive workplace. Riverpoint Medical is an equal opportunity employer and does not discriminate on the basis of race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

Application Deadline: 01/04/2026 Address: 2495 NW Town Center Dr. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives. Takes a lead in proactively engaging with existing customers and prospects by providing needs-based assessments to grow loyalty and identify immediate / future opportunities. Engages customers to complete needs assessments that identify financial solutions and preferred banking channels while recommending tailored solutions addressing both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self applications)), and small business solutions). Offers clients advice and guidance on available digital and self-serve options with the goal of making banking easy, simple, and fast. Supports customer transactions needs based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure accurate data entry and lending application recommendations in compliance with legal and regulatory requirements and lending policies and processes. Applies the risk management framework to the portfolio to protect the Bank's assets and maintain the quality of the lending portfolio in compliance with requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies and procedures. Acts as a key member of a collaborative and versatile branch and market team. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Organizes work information to ensure accuracy and completeness. Takes the initiative to find creative approaches that make each customer's experience feel personal. Looks for ways to contribute to the ongoing improvement of the overall customer experience. Contributes to business results and the overall experience delivered. May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, and act in their best interest. Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry. Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations. Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering. Complies with legal and regulatory requirements for the jurisdiction. Protects the Bank's assets in compliance with all regulatory, legal, and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Qualifications: Typically between 2 - 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience. Canada only: Registration to sell investment products completed - as appropriate for the jurisdiction. Appropriate lending qualifications and designations. Working knowledge of personal and small business customer needs and solutions. Working knowledge of retail investments and lending products. Experience in financial services is an asset. Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications. Experience in a consultative customer service or sales role, with a drive to deliver a personal customer experience. Passionate commitment to helping our customers. Drive to deliver a personal customer experience. A focus on results and the ability to thrive in a consultative sales and team-based environment. Resourceful self-starter with courage and confidence to approach customers. Readiness to collaborate and work in different capacities as part of a team. Strong interpersonal skills, including the ability to build rapport and connections with customers. An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good. U.S. Only: This position will act as an originator of consumer loans as defined by Regulation Z, Regulation G, and the Secure and Fair Enforcement for Mortgage Licensing Act (the S.A.F.E. Act). This position will require a Federal registration with the Nationwide Mortgage Licensing System and Registry. The Bank will instruct you on the registration requirements needed to comply with this requirement. A criminal background review and credit history evaluation will be required for this position as well as restrictions on performing in a real estate agent capacity. Salary: $41,714.00 - $69,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: ******************************************** About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at ************************* BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law. BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to ************************** and let us know the nature of your request and your contact information. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

• Core BANKING a MUST NEEDED SKILLS • APP • Treasury and Risk Management. • Electronic Bank Statements • SEPA • Bank Master Data • Payroll interfaces and FI-HR Integration points • TREASURY a skills needed • Complete Treasury Configurations • Instruments • Money Market • Treasury and related postings / transactions Additional Information